Concur Invoice Professional Edition Administration Help

August 2019 Analysis/Intelligence Professional Edition Admin Summary

Initial Post

Release Note Summaries

The items in this section are summaries of the release notes for this month. The Professional Edition release notes are accessible from What's New - Professional Edition.

Model Changes

New Field: Default Travel Request Approver (updated) Key

With this release, there is a new travel-request-related field for Expense.

Description: The new Default Travel Request Approver (updated) Key field is associated with the Default Travel Request Approver (Updated) field. Users can now report on the key field for the Default Travel Request (Updated) field.

The new travel-request-related folder for Expense is located in the following folder:

  • Expense > Lists > Employee Information > Keys
New Fields: Fixed Travel Allowance Calculations Fields

With this release, there are new travel-allowance-related fields for Expense.

Description: The new fields in the Fixed Travel Allowance Calculations folder will allow users to report on the fixed travel allowance calculations. The fields include employee fields, amount fields for the reporting, rate and payment currency, and conversion fields. These fields were added to the model for use with a planned future feature.

The new travel-allowance-related fields for Expense are located in the following folders:

  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations
  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Location
  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Amounts (reporting currency)
  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Amounts (rate currency)
  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Amounts (payment currency)
  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Conversion
  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Additional Employee Details
  • Expense > Travel Allowances > Xpressway Travel Allowance > Fixed Travel Allowance Calculations > Keys
Permission Changes for Employee Information in the Data Model

SAP Concur modified how employee information is filtered throughout the Cognos data model. SAP added additional permissions to employee information in the data model. Before this update, the data model only used the BI Manager hierarchy filter to filter the employee information from the data model. With this update, the data model now uses both the BI Manager hierarchy and the Reporting hierarchy filter to filter employee information from the data model.

This update ensures clients can only view the employee information appropriate for the combination of their assigned Cognos user role, their assigned group(s) in the Reporting hierarchy and their BI Manager permissions, if applicable.

SAP Concur is committed to safeguarding employee information and ensuring only clients with the appropriate permissions can access employee information.

For more information about the Cognos user roles, the Reporting hierarchy and the BI Manager permissions, refer to the Analysis/Intelligence: Overview guide (English Only).

Report Changes

Updated Report: Auditor Digitised Receipt Search Report

With the July release, the Tax Rate column was renamed to Tax Rate (%), and the percentage symbol, %, is no longer displayed next to the percentage values in the Tax Rate (%) column. For example, 25 percent was displayed as 25% in the Tax Rate column. With this update, 25 percent is now displayed as 25 in the Tax Rate (%) column.

The Auditor Digitised Receipt Search Report lists the digitised receipt records that have gone through the certified receipt digitisation process.

WHAT THE USER SEES

The Tax Rate column is now renamed to Tax Rate (%), and the percent symbol, %, is no longer displayed next to values in the Tax Rate (%) column.

LOCATION OF THE REPORT

The report is located here:

  • Analysis - Standard Reports > Market Specific Reports
  • Intelligence - Standard Reports ‎> Market Specific Reports

For more information about the Auditor Digitised Receipt Search Report, refer to Chapter 13: Folder – Market-Specific Reports in the Standard Reports by Folder guide (English Only).

Updated Reports: Updated Logic for Tracking Invisible Spend

With the August release, the following reports were updated to use the same logic for tracking invisible spend as the logic used on the invisible spend reports:

  • Airfares Expensed Not Booked in Concur Travel
  • Car Rentals Expensed Not Booked in Concur Travel
  • Hotel Stays Expensed Not Booked in Concur Travel

This update ensures there is consistency in the invisible spend data returned on the reports.

The logic for tracking invisible spend used in the invisible spend reports is:

  • If the Trip Match = NONE (is not EXACT or FUZZY), then include in report
  • If the Is Agency Sourced is NOT 1 (can be null, 0 or -1), then include in report
  • If the payment type code is NOT COPD, then include in the report
  • If the Spend Category Code = AIRFR (Airfare), CARRT (Car Rental), LODGA (Lodging – Track Room Rate Spending) and/or LODGN (Lodging – Do Not Track Room Rate Spending), then include in the report

LOCATION OF THE REPORTS

The reports are located here:

  • Intelligence - Standard Reports ‎> Compliance

For more information about these reports, refer to Chapter 7: Folder – Compliance in the Standard Reports by Folder guide (English Only).

Permission Changes for Employee Details and Employee Roles Reports

SAP Concur modified how employee information is filtered on the Employee Details and Employee Roles reports. Before this update, the reports only used the BI Manager hierarchy filter to filter the employee information on the reports. With this update, the reports now use both the BI Manager hierarchy and the Reporting hierarchy filter to filter employee information on the reports.

This update ensures clients can only view the employee information appropriate for the combination of their Cognos user role, their assigned level in the Reporting hierarchy and their BI Manager permissions, if applicable.

SAP Concur is committed to safeguarding employee information and ensuring only clients with the appropriate permissions can access employee information.

LOCATION OF THE REPORT

The reports are located here:

  • Analysis - Standard Reports > Administration
  • Intelligence - Standard Reports ‎> Administration

For more information about the Employee Details and Employee Roles reports, refer to the Chapter 3: Folder – Administration in the Standard Reports by Folder guide (English Only).

For more information about the Cognos user roles, the Reporting hierarchy and the BI Manager permissions, refer to the Analysis/Intelligence: Overview guide (English Only).

Visualisation Enhancements to the Standard Reports

SAP Concur is in the process of standardising the visualisation of the Prompts pages and report output for the standard reports located in the Analysis – Standard Reports and Intelligence – Standard Reports folders. These updates will ensure a consistent visual experience for clients working with the standard reports.

This project will not affect the content displayed on the Prompts pages or the report output. It will only affect the general look and feel of the Prompts pages and report output for the standard reports.

This is an ongoing project. The first reports to be updated were the top 50 standard reports that clients run the most. Clients will see the report updates as they become available.

UPDATED REPORTS

With the August release, the following reports were updated as part of this project:

Folder Name

Report Name

E-Receipt

Car Receipt Additional Spend Summary

Car Receipt Details

E-Receipt Enabled Employees

Hotel Receipt Additional Spend Summary

Hotel Receipt Details

Fraud

Duplicate Company Meals

Duplicate Expense Items

Duplicate Hotel Stays

Duplicate Meal Attendees

Expenses Near Receipt Limit

Submitted Ticket Charges with Unsubmitted Refunds

Invoice

Attendee Details

Attendee Summary

Capture Service Details

Capture Service Summary

Employee Exceptions - Details

Invoice Briefing Summary

Invoice Expense Type Spend Trend

Invoice Tax Adjustment Report

PO Matching Exceptions

Purchase Order List

Purchase Orders and Associated Payment Requests

Received Accrual by Line Item

Request Accrual

Request Aging

Request Exception Analysis

Request Exception Analysis (with comments)

Request Header Exceptions

Request Line Item Exceptions

Request Line Item Exceptions Detail Report

Top 10 Longest to Approve

Top Exception Violators

Top Invoice Spenders By Employee - Details

Top Invoice Spenders by Employee - Summary

Top Invoice Supplier Spend - Details

Top Invoice Supplier Spend - Summary

Unsubmitted Requests by Approver - Detail

Unsubmitted Requests by Approver - Summary

Unsubmitted Requests Rank

Workflow Aging - Details

Workflow Cycle Times - Details

Workflow Cycle Times - Summary by Manager

Workflow Cycle Times - Summary by Processor

Meetings

Meeting Attendee Flight Details

Meeting Attendee Flight Segments

Meeting Attendee Hotels

Meeting Attendee Survey Answers

Mobile Usage

Invoice Mobile Metrics Summary

Mobile Login Summary

Travel Mobile Metrics Summary

Persona Dashboards ‎> Department Manager Overview ‎> Detail Reports

Average Spend by Category Details

Credit Card Adoption Details

Current Quarter Spend Details

Employee Spend Details

Future Trips Details

Policy Exceptions by Employee Details

Claims Pending Approval Details

Spend Overview Details

Unsubmitted Transactions Details

Persona Dashboards ‎> Invoice Management Overview ‎> Detail Reports

Aging Payables - Details

Invoice Spend by Payment Method and Supplier - Details

PO and Non-PO Spend - Details

Persona Dashboards ‎> Spend Management Overview ‎> Detail Reports

Ageing of Transaction Details

Cash Expense Transaction Details

Payment Type Details

Personal Transaction Details

Policy Exception Details

Claims Pending Approval Details

Top 10 Spending Employee Details

Spending

Airline Ancillary Fees Summary

Ancillary Airline Fees Per Ticket

Drive Adoption

Excessive Personal Car Mileage

Executive Briefing Summary

Expense Airline Ancillary Fees - Detail

Fare Analysis

Internet Usage

Top Spend by Supplier

Top Spenders by Employee

Top Spenders by Expense Type

Travel Summary

Tax

Approved Travel Requests by Employee

Attendee Tax Amounts

Australian Fringe Benefit Tax Analytics Dashboard

Australian Fringe Benefit Tax Details

Mileage/Fuel Receipt Reconciliation Report

UK VAT Dashboard

VAT Reclaimed Amounts

Travel Request

Approved Travel Requests by Employee

Completed Travel Requests Without Expense Claims

Top 10 Longest to Approve

Travel Requests by City

Travel Requests by Country

Travel Requests by Segment

Travel Requests Pending Approval

Workflow Aging - Details

TripLink

Invisible Spend Details

TripLink Air Supplier Summary

TripLink Car Rental Supplier Summary

TripLink Details by Traveller

TripLink Hotel Property Supplier Summary

TripLink Spend Summary By Traveller

Other Changes

Enhancements to the Standard Reports by Folder Guide

SAP Concur is in the process of enhancing the Standard Reports by Folder guide (English only). We are adding definitions of the report prompts and fields, and adding the expressions associated with the report fields for each report.

This is an ongoing project. Clients will see these guide updates as they become available.

EXAMPLES

Example of the new report prompt definition for the Itinerary Details report:

Record Locator: Used to search by the record locator assigned to the trip(s)

Example of the new field information for the Itinerary Details report:

Passengers

Data Item Label

Data Item Name

Data Item Expression

Data Item Description

Purchased By

<Purchased By>

[Travel].[Trips].[Employee Last Name] + ', ' + [Travel].[Trips].[Employee First Name]

Legal first and last name for the travelling employee (for example, John Smith)

Booked By

<Booked By>

[Travel].[Trips].[Booking Employee]

Name of the employee who booked the trip (last name, first name format)

Passengers

<Passengers>

[Travel].[Trip Passengers].[Passenger]

Employee taking the trip (last name, first name format)

Is Primary?

<Is Primary ?>

[Travel].[Trip Passengers].[Is Primary]

Shows if the employee is the primary traveller (Yes/No format)

File Transfer Updates: Support Ending for Unsecured SSH Protocol Algorithms/Ciphers

SAP Concur will no longer support the following unsecured SSH protocol algorithms/ciphers:

  • (key exchange) diffie-hellman-group-exchange-sha1
  • (encryption) aes128-cbc
  • (encryption) aes192-cbc
  • (encryption) aes256-cbc
  • (message authentication code) hmac-md5
  • (message authentication code) hmac-sha1-96
  • (message authentication code) hmac-md5-96

This announcement pertains to the following file transfer DNS endpoints:

  • st.concursolutions.com
  • st-eu.concursolutions.com
  • st-cge.concursolutions.com
  • st-cge-dr.concursolutions.com
  • vs.concurcdc.cn

If assistance is required, please contact SAP Concur support.

For more information, refer to the Shared: File Transfer for Customers and Vendors User Guide (English Only). (This guide is located with the other Expense, Invoice and/or Request setup and user guides.)

Business Purpose / Client Benefit: These changes provide greater security for file transfers.

Introducing Screen Sharing for Authorised Support Contacts

SAP Concur support is implementing the Co-browse feature, a screen-share application that is available to all Authorised Support Contacts (ASCs).

Business Purpose / Client Benefit: Screen sharing often makes a problem easier to describe, easier to understand and quicker to resolve – saving time for ASCs and SAP Concur support.

**Ongoing** Email Infrastructure Change - Add IP Addresses to Safe Sender List

SAP Concur is transitioning to a new email infrastructure for outbound email from our services to SAP Concur users. Because of this, companies who filter inbound email based on the sending IP address must add new IP addresses to their Safe Sender list to ensure that their users receive email from SAP Concur.

Initially, the issue described here affected only companies that use Concur Expense. Starting in January, email from other SAP Concur services (such as Travel and Concur Pay) will move to the new email infrastructure.

We will continue to add other services. Please monitor the release notes for more information about the timing of the additional changes.

Shared Planned Changes Release Notes Consolidated

With this release, SAP Concur will consolidate the shared Planned Changes release notes into one document, instead of having the Planned Changes information repeated in several sets of release notes.

This consolidated Planned Change information is provided in addition to the product-specific Planned Changes release notes. For example, if a planned change applies only to Travel, it will only be available in the Travel release notes. So, users are encouraged to read the product-specific release notes as well as the Shared Planned Changes.

Business Purpose / Client Benefit: This change allows users to find shared Planned Changes release notes in one place. It also makes it easier for clients to keep track of updates to the Planned Changes release notes.

Updates for Concur Open and Personalised Concur Open

Over the next several weeks, users will see several enhancements to Concur Open and Personalised Concur Open.

Planned Change Summaries

The items in this section are summaries of the changes targeted for future releases. SAP Concur reserves the right to postpone implementation of – or completely remove – any enhancement/change mentioned here.

There are no Analysis/Intelligence-specific planned changes this month.

Client Notifications

The items in this section provide reference material for all clients.

SAP Concur Non-Affiliated Subprocessors

The list of non-affiliated subprocessors is available here: SAP Concur list of Subprocessors (English Only)

Monthly Browser Certifications

Monthly browser certifications, both current and planned, are available with the other SAP Concur monthly release notes, accessible from What's New - Professional Edition